Metasys Server Installation and Upgrade Instructions Code No. LIT-12012162 Software Release 10.0 Issued April 15, 2019 Welcome.....................................................................................................................................3 Getting Started...........................................................................................................................3 Summary of Changes.........................................................................................................................4 Prerequisite Software Checklist for Installation and Upgrade.......................................................4 Recommended OS and SQL Server Combinations.........................................................................7 Upgrade Pre-Work Checklist..............................................................................................................8 Metasys Server Installation.....................................................................................................10 Installing Unified Metasys Server on Desktop Computer.............................................................10 Installing Unified Metasys Server on Server Computer................................................................12 Installing Unified Metasys Server and SCT on Desktop Computer.............................................14 Installing Unified Metasys Server and SCT on Server Computer................................................17 Installing a Split Metasys Server and SCT.....................................................................................20 SCT Computer....................................................................................................................................20 Database Server.................................................................................................................................21 Web/Application Server Computer......................................................................................................22 Metasys Server In-Place Upgrade..........................................................................................25 Upgrading Unified Metasys Server on Desktop Computer...........................................................28 Upgrading Unified Metasys Server on Server Computer..............................................................34 Upgrading Unified Metasys Server and SCT on Desktop Computer...........................................39 Upgrading Unified Metasys Server and SCT on Server Computer..............................................46 Upgrading a Split Metasys Server and SCT...................................................................................53 SCT Computer....................................................................................................................................53 Database Computer............................................................................................................................56 Web/Application Computer.................................................................................................................57 Metasys Server Out-of-Place Upgrade...................................................................................61 Upgrading Unified Metasys Server on Desktop Computer...........................................................64 Upgrading Unified Metasys Server on Server Computer..............................................................70 Upgrading Unified Metasys Server and SCT on Desktop Computer...........................................76 Upgrading Unified Metasys Server and SCT on Server Computer..............................................82 Upgrading a Split Metasys Server and SCT...................................................................................88 SCT Computer....................................................................................................................................88 Database Computer............................................................................................................................90 Web/Application Computer.................................................................................................................92 SQL Server Software...............................................................................................................95 Verifying Your Computer Has a Supported Version of SQL Server Software Installed.............98 Uninstalling MVE Software.....................................................................................................99 Uninstalling the Metasys Server Software Introduction....................................................100 Clearing Out Pending Event Messages from Message Queue...................................................100 Uninstalling Metasys Server Software..........................................................................................103 Uninstalling Third-Party Software Components..........................................................................105 Metasys Server Software......................................................................................................107 Installing Metasys Server: Simple Method...................................................................................108 Installing Metasys Server: Custom Method.................................................................................110 Upgrading Metasys Server.............................................................................................................115 Licensing the Metasys Server Software.......................................................................................117 Metasys Server Installation and Upgrade Instructions 1 Installing Microsoft Silverlight 5...........................................................................................117 Launching the User Interfaces.............................................................................................117 Launching the ADS/ADX SMP UI...................................................................................................118 Launching the Metasys Advanced Reporting System UI............................................................119 Launching the Metasys UI..............................................................................................................120 Configuring the Windows Firewall.......................................................................................120 Appendix: Certificate Management......................................................................................124 Requesting a Server Certificate.....................................................................................................124 Completing a Server Certificate Request.....................................................................................127 Binding the Secure Certificate.......................................................................................................129 Importing Root and Intermediate Certificates..............................................................................130 Verifying the Server Certificate Chain...........................................................................................138 Setting the Site Security Level to Encrypted and Trusted..........................................................139 Removing or Rebinding the Secure Certificate...........................................................................140 Removing the Self-Signed Certificates in the Certificate Store.................................................143 Certificate Management Troubleshooting....................................................................................144 Appendix: Special Features..................................................................................................145 Split ADX..........................................................................................................................................145 Metasys Advanced Reporting System (ADX/ODS Only).............................................................145 Installing Metasys Server for a Non-English Locale...................................................................146 Appendix: General Information and Troubleshooting........................................................149 Required Windows operating system roles and features...........................................................149 Metasys Server Upgrade Plan.......................................................................................................155 Using Metasys System User Names and Passwords..................................................................156 Related Documentation..................................................................................................................156 General Troubleshooting...............................................................................................................157 Metasys Server Log........................................................................................................................168 Appendix: Special Scenarios................................................................................................169 Specifying Custom Locations for Metasys Server Application and Databases.......................169 Moving Metasys Historical Databases to a Custom Location....................................................170